BELLEVUE ASSET MANAGEMENT, LLC - ENVESTNET INC ownership

ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 236 filers reported holding ENVESTNET INC in Q1 2023. The put-call ratio across all filers is 29.92 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ENVESTNET INC
ValueSharesWeighting
Q3 2023$1,232
-25.8%
280.0%0.00%0.0%
Q2 2023$1,661
+1.2%
280.0%0.00%0.0%
Q1 2023$1,642
-4.7%
280.0%0.00%0.0%
Q4 2022$1,723
+72.3%
280.0%0.00%0.0%
Q3 2022$1,0000.0%280.0%0.00%0.0%
Q2 2022$1,000
-50.0%
280.0%0.00%0.0%
Q1 2022$2,000
-33.3%
28
-22.2%
0.00%
-50.0%
Q4 2021$3,0000.0%36
-5.3%
0.00%0.0%
Q3 2021$3,0000.0%380.0%0.00%0.0%
Q2 2021$3,0000.0%38
-11.6%
0.00%0.0%
Q1 2021$3,000
-25.0%
43
-4.4%
0.00%0.0%
Q4 2020$4,0000.0%45
-16.7%
0.00%
-33.3%
Q3 2020$4,0000.0%540.0%0.00%
-25.0%
Q2 2020$4,000
+33.3%
540.0%0.00%
+33.3%
Q1 2020$3,000540.00%
Other shareholders
ENVESTNET INC shareholders Q1 2023
NameSharesValueWeighting ↓
ADVENT INTERNATIONAL, L.P. 1,513,643$116,793,0006.51%
Greenhouse Funds LLLP 367,829$28,382,0004.32%
Van Berkom & Associates Inc. 1,484,321$114,530,0003.32%
Summit Creek Advisors LLC 253,054$19,526,0002.90%
Whetstone Capital Advisors, LLC 153,951$11,879,0002.20%
Hanlon Investment Management, Inc. 90,000$6,944,0002.15%
Junto Capital Management LP 680,709$52,524,0001.91%
GENEVA CAPITAL MANAGEMENT LLC 1,093,494$84,374,0001.74%
DF DENT & CO INC 1,423,885$109,867,0001.48%
York Capital Management Global Advisors, LLC 337,029$26,005,0001.45%
View complete list of ENVESTNET INC shareholders